Avior Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Avior Wealth Management’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$409K	Buy	5,978 +8	+0.1%	+$576	0.01%	561
2026 Q2	$449K	Hold	5,970	–	–	0.01%	545
2026 Q1	$446K	Buy	5,970 +61	+1%	+$4.63K	0.01%	559
2025 Q4	$448K	Hold	5,909	–	–	0.01%	492
2025 Q3	$459K	Hold	5,909	–	–	0.01%	466
2025 Q2	$448K	Hold	5,909	–	–	0.02%	458
2025 Q1	$449K	Hold	5,909	–	–	0.02%	434
2024 Q4	$442K	Buy	+5,909	New	+$459K	0.02%	483
2024 Q2	–	Sell	-9	Closed	-$704	–	3679
2024 Q1	$704	Hold	9	–	–	﹤0.01%	2476
2023 Q4	$721	Hold	9	–	–	﹤0.01%	1401
2023 Q3	$644	Sell	9 -13	-59%	-$980	﹤0.01%	1474
2023 Q2	$1.73K	Hold	22	–	–	﹤0.01%	1366
2023 Q1	$1.75K	Sell	22 -175	-89%	-$13.8K	﹤0.01%	1401
2022 Q4	$14.9K	Sell	197 -409	-67%	-$30.7K	﹤0.01%	797
2022 Q3	$44K	Sell	606 -1,473	-71%	-$119K	﹤0.01%	626
2022 Q2	$168K	Sell	2,079 -716	-26%	-$60.4K	0.02%	441
2022 Q1	$261K	Sell	2,795 -2,968	-52%	-$289K	0.02%	401
2021 Q4	$609K	Sell	5,763 -3,653	-39%	-$389K	0.05%	284
2021 Q3	$994K	Sell	9,416 -1,955	-17%	-$211K	0.08%	187
2021 Q2	$1.22M	Sell	11,371 -689	-6%	-$71.3K	0.12%	149
2021 Q1	$1.22M	Buy	12,060 +11,978	+14,607%	+$1.25M	0.13%	152
2020 Q4	$9K	Buy	+82	New	+$8.92K	﹤0.01%	728

Other funds holding VCLT

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Avior Wealth Management's VCLT Position: Q3 2026 in Review

Avior Wealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 0.13% in Q3 2026, buying an estimated $576 and bringing the position to 5,978 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #561.

Avior Wealth Management first reported a position in VCLT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q1 2021. 36 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

Avior Wealth Management held 5,978 shares of Vanguard Long-Term Corporate Bond ETF worth $409K as of Q3 2026.
Avior Wealth Management bought 8 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $576.
Vanguard Long-Term Corporate Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #561 holding.
Avior Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Avior Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.22M in Q1 2021.
36 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.